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Subscription Lifecycle Manager

Recover failed payments and reduce involuntary churn.

Automatically classify subscribers by lifecycle stage and send personalized dunning messages that match the recovery reason — not generic reminders. Recover 20-35% of failed payments that would otherwise churn.

Best forEcommerceConsultingSaaS
Agents8 required
Duration5-10 minutes

Classifies subscriptions by lifecycle stage, builds prioritized dunning queue, and sends cause-specific recovery emails.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior subscription lifecycle baselines, churn trigger patterns, and upsell conversion rates from memory. Connect to HubSpot to pull all subscription-tier contacts: plan type, signup date, last interaction date, health score if available, and any renewal or cancellation flags logged in the CRM. Produce a CRM subscriber snapshot as Phase 1 output.

crm scanner
01

Connect to Stripe to pull subscription events for the specified period: new subscriptions, upgrades, downgrades, pauses, and cancellations. Cross-reference Stripe customer IDs with HubSpot contacts from crm-scanner to build a unified subscriber lifecycle dataset covering both CRM engagement signals and payment behavior.

payment scanner
02

Consume Phase 1 unified subscriber dataset. Segment subscribers by lifecycle stage: trial, active-healthy, active-at-risk (no engagement in >30 days or downgrade signal), churned-this-period, and winback-eligible (churned < 90 days ago). Calculate stage transition rates and average time-in-stage per cohort. Identify the top 20 at-risk accounts by LTV × churn probability. Produce a lifecycle segmentation for Phase 3.

subscription analyst
02

In parallel with subscription-analyst, call verslay_exclusive_reddit_scrape targeting r/SaaS, r/startups, and r/entrepreneur communities with queries about subscription cancellation reasons and lifecycle management strategies. Call verslay_news_search for 'SaaS subscription churn reduction strategies 2026' to surface current best practices. Call verslay_scholar_search for subscription lifecycle management research and optimal touchpoint cadences. Produce a subscription pain points and best-practices package for Phase 3.

web researcher
03

Consume Phase 2 lifecycle segmentation and Phase 2 subscription pain points. Score each at-risk subscriber with a churn probability using engagement recency, payment failure history, downgrade signals, and plan tenure. Apply community-sourced cancellation reasons from Phase 2 Reddit data to validate the risk patterns. Produce a churn-risk scoring table ranked by (churn probability × LTV) for Phase 4.

churn predictor
04

Consume Phase 3 churn-risk scoring table and Phase 2 best-practices package. Write lifecycle email sequences for each stage: trial nurture sequence (Day 3, Day 7, Day 14), at-risk reactivation sequence (value reminder + success story + direct offer), winback sequence for recently churned (empathetic ask + limited-time offer), and upsell sequence for healthy active subscribers showing expansion signals. Produce ready-to-send email drafts per segment.

email writer
05

Consume Phase 3 churn-risk analysis, Phase 4 email sequences, Phase 2 segmentation, and Phase 2 subscription research. Write the subscription lifecycle management brief: lifecycle stage distribution, at-risk exposure by LTV, email sequences prepared per segment, churn prevention projected impact, and recommended product or pricing changes based on community pain points from Phase 2. Call verslay_memorize to store the current lifecycle stage counts, churn risk scores, and top pain points as baseline. Pass to distributor.

executive briefing writer
05

Receive the subscription lifecycle brief and email drafts from executive-briefing-writer. Distribute the brief to the configured Slack channel or email. Confirm delivery and log the send timestamp.

distributor

Required Agents

8
  • crm-scanner
  • payment-scanner
  • subscription-analyst
  • web-researcher
  • churn-predictor
  • email-writer
  • executive-briefing-writer
  • distributor

Connections

Required

googlehubspotstripeverslay_exclusive

What it does

  • Lifecycle stage classification
  • Failure cause mapping
  • Cause-specific dunning emails
  • Dunning interval enforcement
  • MRR at risk calculation

Example prompt

Which accounts should I check (all accounts or accounts billing this month)? I will flag past-due, failed payments, downgrade signals, and upcoming renewals, and send recovery emails, payment reminders, or win-back offers as appropriate.

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